Sales Operations & CRM Executive
Skills
About This Role
Overview
We are looking for a detail-oriented and proactive Sales Operations & CRM Executive to manage and optimize our end-to-end sales operations.
This is an on-site role in Dubai, working closely with the sales, finance, and management teams to ensure smooth execution of all commercial activities.
The ideal candidate will ensure CRM accuracy, structured sales processes, timely fulfilment, and effective management of renewals and upselling activities.
Sales Operations & Process Management
- Manage and monitor the full sales cycle from lead to deal closure
- Ensure all opportunities are accurately tracked and updated in the CRM system
- Support the sales team in proposals, quotations, and deal progression
- Ensure all sales activities follow company processes and standards
- CRM Management (ERPNext or similar)
- Maintain CRM data accuracy (leads, opportunities, accounts)
- Generate pipeline and performance reports
- Enforce CRM usage discipline across the team
- Identify and implement process improvements
Customer Management & Coordination
- Maintain and update customer records and contact details
- Coordinate with customers for onboarding, documentation, and follow-ups
- Support communication related to orders, renewals, and account updates
Renewals & Upselling (DocuSign Focus)
- Track renewal timelines and ensure proactive engagement
- Support upsell and cross-sell opportunities
- Work with the sales team to maximize account value
Order Fulfilment & Vendor Coordination
- Manage DocuSign fulfilment orders through distributors (e.g., Ingram / Aptec)
- Coordinate with vendors and internal teams for account provisioning
- Ensure smooth onboarding and activation process
Reporting & Performance Tracking
- Prepare weekly and monthly sales reports
- Track pipeline, conversions, renewals, and revenue metrics
- Provide insights to improve sales efficiency
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